Iron Workers' Locals No. 15 & 424 Extended Benefit Plan — Form 5500 plan (Board Of Trustees Iron Workers' Loc No. 15 & 424)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Iron Workers' Locals No. 15 & 424 Extended Benefit Plan is a benefit plan reported by Board Of Trustees Iron Workers' Loc No. 15 & 424 under EIN 06-6078910 and plan number 501. The latest loaded filing year is 2023. The filing reports 583 participants and $17,702,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iron Workers' Loc No. 15 & 424
- EIN
- 06-6078910
- Plan number
- 501
- Plan type
- 1
- Location
- Cromwell, CT
- Latest filing year
- 2023
- Participants
- 583
- End-of-year plan assets
- $17,702,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 583 | H, C | 20250414160209NAL0003487216002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,702,528
- Total liabilities (EOY)
- $1,119,112
- Net assets (EOY)
- $16,583,416
- Net assets (BOY)
- $14,402,259
Income & contributions
- Employer contributions
- $8,505,922
- Participant contributions
- $1,117,306
- Total contributions
- $9,623,228
- Total income / additions
- $11,665,901
Expenses & distributions
- Benefits paid
- $8,745,007
- Administrative expenses
- $739,737
- Total expenses
- $9,484,744
- Net increase / (decrease)
- $2,181,157
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem | NONE | $226,399 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $77,626 | not reported in the loaded dataset | 2023 |
| Labor First LLC | not reported in the loaded dataset | $70,622 | not reported in the loaded dataset | 2023 |
| Reid & Reige Pc | NONE | $60,719 | not reported in the loaded dataset | 2023 |
| Employee X | EMPLOYEE | $52,542 | not reported in the loaded dataset | 2023 |
| Employee Z | EMPLOYEE | $47,516 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $45,099 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $36,062 | not reported in the loaded dataset | 2023 |
| Employee W | EMPLOYEE | $31,517 | not reported in the loaded dataset | 2023 |
| Boston Trust & Investment | NONE | $19,399 | $0 | 2023 |
| Delta Dental | NONE | $15,872 | not reported in the loaded dataset | 2023 |
| R.M. Cheverie & Assoc | NONE | $13,224 | not reported in the loaded dataset | 2023 |
| Tri-State Eap | NONE | $10,634 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors, Inc. | NONE | $10,100 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $5,647 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iron Workers' Loc No. 15 & 424
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Cromwell, CT
- Anthem — Schedule C compensation
- Segal Company — Schedule C compensation
- Labor First LLC — Schedule C compensation
- Reid & Reige Pc — Schedule C compensation
- Employee X — Schedule C compensation
- Employee Z — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Employee W — Schedule C compensation
- Boston Trust & Investment — Schedule C compensation
- Delta Dental — Schedule C compensation
- R.M. Cheverie & Assoc — Schedule C compensation
- Tri-State Eap — Schedule C compensation
- Segal Marco Advisors, Inc. — Schedule C compensation
- Wells Fargo — Schedule C compensation